Fund HoldingsStegent Equity Advisors, Inc.

Total Portfolio Value
$79.13M
Total Bought
$6.50M
Total Sold
$17.43M
Net Transaction
-$10.93M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SPROTT FDS TR
URANI MINER ETF
57,18975,175+17,9861,9203,5464.48%+1,626
KRANESHARES TR80,761109,945+29,1842,4613,5814.53%+1,120
SELECT SECTOR SPDR TR
ST STR ENERG ETF
14,14825,069+10,9211,1482,2662.86%+1,118
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
014,867+14,86708831.12%+883
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
011,032+11,03205860.74%+586
TEXAS PACIFIC LAND CORPORATI(TPL)653654+18591,1921.51%+333
FIRST TR EXCHANGE-TRADED FD
RBA INDL ETF
05,131+5,13102640.33%+264
WISDOMTREE TR(WT)5,97110,849+4,8783005460.69%+245
CONOCOPHILLIPS(COP)15,34215,222-1201,5901,8242.30%+234
PHILLIPS 66(PSX)5,7955,79505536960.88%+144
VANECK ETF TRUST
URANI NUCLE ETF
13,03312,909-1247749151.16%+140
INNOVATOR ETFS TR
US SML CP PWR ET
56,33461,718+5,3841,5511,6512.09%+100
AMERICAN CENTY ETF TR76,78677,836+1,0504,4204,5035.69%+83
BERKLEY W R CORP12,72212,612-1107588011.01%+43
INTUIT(INTU)72972903343720.47%+38
ALPHABET INC(GOOG)3,3483,324-244014350.55%+34
ALPHABET INC(GOOG)2,2802,28002763010.38%+25
T-MOBILE US INC(TMUS)2,5242,52403513530.45%+3
INVESCO EXCHANGE TRADED FD T
RAFI US 1500
1,4147,072+5,6582432330.29%-10
SPDR SER TR
ST STR P400MID
4,7984,79802202100.27%-10
ISHARES GOLD TR(IAU)8,5108,477-333102970.37%-13
INVESCO EXCH TRADED FD TR II23,47122,650-8211,9211,9052.41%-16
BECTON DICKINSON & CO(BDX)2,6092,596-136896710.85%-18
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
15,21715,209-87176990.88%-18
VANGUARD WORLD FDS
INF TECH ETF
633627-62802600.33%-20
AMPLIFY ETF TR17,46117,437-246296060.77%-23
FIRST TR ENERGY INCOME & GRO30,12930,12904203960.50%-23
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
21,62821,154-4741,0951,0671.35%-28
PACER FDS TR
US CASH COWS 100
52,81450,471-2,3432,5282,4953.15%-33
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
41,71441,083-6311,1261,0851.37%-41
TIDAL ETF TR27,13227,13204574150.52%-43
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
8,9728,512-4604924470.56%-45
SPDR SER TR
ST STR P500ETF
26,73926,73901,3931,3441.70%-49
MICROSOFT CORP(MSFT)2,0441,979-656976250.79%-72
NORTHROP GRUMMAN CORP(NOC)2,2542,152-1021,0279471.20%-80
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
26,28725,002-1,2851,3201,2091.53%-111
INNOVATOR ETFS TR17,18212,826-4,3564283160.40%-112
INNOVATOR ETFS TR
POWER BUFFER SET
69,11766,185-2,9321,8871,7642.23%-123
AMERICAN CENTY ETF TR26,03024,286-1,7442,0201,8932.39%-127
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
14,85015,223+3731,5611,4291.81%-132
FIRST TR VALUE LINE DIVID IN
SHS
50,89950,591-3082,0411,8922.39%-149
SELECT SECTOR SPDR TR
ST STR CARE ETF
9,0578,123-9341,2021,0461.32%-156
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
39,18637,471-1,7152,1682,0072.54%-161
VANGUARD BD INDEX FDS2,8840-2,8842100-210
SPDR SER TR
ST STR SP600 SML
5,4190-5,4192100-210
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
12,08710,115-1,9721,0218071.02%-214
JOHNSON & JOHNSON(JNJ)1,3240-1,3242190-219
VANGUARD STAR FDS3,9610-3,9612220-222
HERSHEY CO(HSY)4,3654,310-551,0908621.09%-228
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
26,06719,852-6,2151,1849021.14%-282
FIRST TR EXCHANGE TRADED FD
CONSUMR STAPLE
14,96310,853-4,1109376550.83%-283
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
71,91668,552-3,3643,1772,8833.64%-294
GLOBAL X FDS
GLOBAL X SILVER
13,2240-13,2243440-344
ISHARES TR3,8370-3,8373760-376
ETF SER SOLUTIONS
US GBL GLD PRE
262,307261,475-8324,3243,8804.90%-444
APPLE INC(AAPL)9,0487,444-1,6041,7551,2751.61%-480
FIRST TR EXCHANGE TRADED FD
WTR ETF
18,28913,526-4,7631,6201,1191.41%-501
TIDAL ETF TR79,84147,363-32,4781,1946570.83%-537
FIRST TR EXCHANGE-TRADED FD
NASDQ SEMCNDTR
30,64323,075-7,5682,1811,5611.97%-621
PROSHARES TR47,8460-47,8466330-633
INNOVATOR ETFS TR
LADERD ALCTN PWR
65,14945,901-19,2482,4691,7212.18%-748
EA SERIES TRUST
FREEDOM 100 EM
157,884146,101-11,7834,9504,1365.23%-814
VICTORY PORTFOLIOS II
VCSHS US EQ INCM
17,6400-17,6401,0160-1,016
ABRDN PRECIOUS METALS BASKET94,93857,690-37,2488,2374,8556.14%-3,382
RBB FD INC
F/M US TREASURY
148,08076,840-71,2407,4193,8474.86%-3,571
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